Requirements

Following are some requirements that customers have for batch completion in Process Execution.

Can a batch be reopened if someone accidentally closes it?

Yes. The Reopen Batch command is available from the Actions menu to reopen a batch that is closed accidentally. If the financial period for a batch is closed, then it cannot be reopened.

Reopen Closed Batches

When a production batch does not require additional processing, it is complete and must be closed to calculate actual production costs. If batches are closed accidentally, then they can be reopened by authorized users.

Understanding Batch Completion

Completing a batch indicates the batch is finished and has yielded all of its products. Prior to batch completion, transactions associated with the product and byproduct lines set for automatic yield have a Pending status. These are pending product lots and not the transactions as in inventory transactions. When you complete the batch, all pending transactions are completed and inventory levels are updated.

When you complete a batch, the Material Exceptions window displays the remaining reservations and pending product lots. If you select the Display unconsumed/Unyielded Material parameter, then the unconsumed/unyielded materials also display. If there are pending move orders, then the Pending Move Orders indicator is selected. After you make the necessary changes to the batch, complete batch deletes all move orders, pending reservations, and entries for the batch in pending product lots. Refer to "Viewing Material Exceptions" in the "Batch Materials' chapter for more information.

Complete batch completes all the batch steps. The quality status of a batch step determines whether a step can be completed. When you attempt to complete a batch, any outstanding issues related to batch completion are analyzed by a set of business rules. Appropriate messages display to manage these issues prior to completing the batch. If the release batch event is e-record and e-signature enabled, then you cannot directly complete a pending batch.

If the Warehouse Management Systems (WMS) application is implemented, then putaway rules are applied using the yield transaction. Otherwise, the default subinventory and locator are assigned to the transaction.

You can change batch status from Completed back to WIP. If a production staff member accidentally completes a batch, then you can revert the status of the batch back to work in process.

Completing a Batch

The Complete a Batch dialog box lets you complete a batch.

Prerequisites

Verify that the batch status is pending or work in process.

To complete a batch:

Navigate to the Batch Details window.

Query the batch Document number to complete.

Choose Complete from the Actions menu.

Actual Start Date displays the start date entered for the batch. You can edit this field.

Enter the Actual Completion Date as the date when the batch is completed and it must be greater than the Actual Start Date. If there are outstanding issues, then appropriate messages display.

Reverting a Batch to Work in Process

If a batch is completed accidentally, you can revert the status of the batch to work in process. If you want to scale the batch, then revert a batch to work in process. In Revert to WIP Batch and Step, the lot information for lot-controlled products and byproducts with the yield type of Automatic or Automatic By Step and associated to step is stored on the Pending Product Lots window. Refer to "Entering Pending Product Lots" in the "Batch Materials" chapter for more information. When you revert a Batch to WIP, steps are not changed and are left as Closed or Completed.

Prerequisites

Complete a batch.

To revert a batch to work in process:

Navigate to the Batch Details window.

Query the batch Document number to revert to work in process.

Choose Revert to WIP from the Actions menu. If there are outstanding issues, then appropriate messages display. Batch status changes from Completed to WIP.

Closing a Batch

The Close Batch dialog box lets you close a batch. Only a completed or terminated batch can be closed. All batch steps must have a status of Completed or Closed to close a batch. A terminated batch with canceled, completed, or closed steps can be closed. Closing a batch prevents any further editing of the batch. This must be done after you are confident all the batch information is recorded correctly.

Prerequisites

Complete a batch.

To close a batch:

Navigate to the Batch Details window.

Query the batch Document number to close.

Choose Close from the Actions menu. The Close Batch dialog box displays.

Enter the Batch Close Date.

Reopening a Closed Batch

You must have the Production Supervisor responsibility to use this function. When a batch is complete and additional changes are not required, it must be closed to become eligible for actual cost calculations. If a batch is closed accidentally, then you can reopen it. Only authorized individuals have access to this function. If a batch is posted to a closed financial period, batch transactions are purged, or the actual cost has been run and the period is frozen, then it cannot be reopened.